See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,924 | $76,738-94.9% | $56,411-93.0% | $145,922-97.3% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 15.20% | 2994.23%-2979.0pp | 1701.33%-1686.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $393 | $1,380-71.5% | $1,039-62.1% | $4,660-91.6% |
| Participant deferral / active EE | $555 | $2,623-78.9% | $1,952-71.6% | $6,688-91.7% |
| Admin fee / account holder | $379 | $3,334-88.6% | $2,829-86.6% | $13,397-97.2% |